Fortis Group Advisors’s Permian Basin Royalty Trust PBT Stock Holding History

Fortis Group Advisors’s Portfolio PBT Stock Details PBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.01K	Hold	200	–	–	﹤0.01%	445
2026 Q1	$4.3K	Hold	200	–	–	﹤0.01%	446
2025 Q4	$3.4K	Hold	200	–	–	﹤0.01%	461
2025 Q3	$3.65K	Hold	200	–	–	﹤0.01%	419
2025 Q2	$2.49K	Hold	200	–	–	﹤0.01%	433
2025 Q1	$1.98K	Hold	200	–	–	﹤0.01%	412
2024 Q4	$2.22K	Hold	200	–	–	﹤0.01%	424
2024 Q3	$2.38K	Hold	200	–	–	﹤0.01%	412
2024 Q2	$2.25K	Hold	200	–	–	﹤0.01%	411
2024 Q1	$2.42K	Sell	200 -200	-50%	-$2.72K	﹤0.01%	427
2023 Q4	$5.58K	Buy	400 +200	+100%	+$3.58K	﹤0.01%	350
2023 Q3	$4.25K	Buy	+200	New	+$4.54K	﹤0.01%	303
2020 Q3	$0	Buy	+200	New	+$614	﹤0.01%	472

Other funds holding PBT

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

MRI

Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortis Group Advisors's PBT Position: Q2 2026 in Review

Fortis Group Advisors held its Permian Basin Royalty Trust (PBT) position steady in Q2 2026 at 200 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Fortis Group Advisors first reported a position in PBT in Q3 2020 and has held it in 13 quarters since. The position peaked at $5.58K in Q4 2023. 101 funds tracked by Wall St. Rank hold PBT as of Q2 2026.

Fortis Group Advisors held 200 shares of Permian Basin Royalty Trust worth $5.01K as of Q2 2026.
Fortis Group Advisors left its Permian Basin Royalty Trust share count unchanged in Q2 2026.
Permian Basin Royalty Trust made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #445 holding.
Fortis Group Advisors first reported a position in Permian Basin Royalty Trust in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Permian Basin Royalty Trust position peaked at $5.58K in Q4 2023.
101 funds tracked by Wall St. Rank held Permian Basin Royalty Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.